StratDeck

Stocks · 302 followed · 27 Sept

AI infrastructure stocks: the 55 we follow

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The AI Infrastructure theme →

From chips and tools to power and the clouds. See all 302 stocks

  • 36 of 55

    are Technology: NVDA, MSFT and TSM.

    Counted from the rows below.

  • 5 of 55

    list in Europe.

    Counted from the rows below.

  • 42 of 55

    are above their line.

    Counted from the rows below.

Part of the chain

55 stocks
Story
9 stocks · 8 of 9 above · median 7D +7.2%
NVDANVIDIA Corporation+12.2%Above since 30 JulRising+1.3%+20.8%14.4×17 NovStory →
TSMTaiwan Semiconductor Manufacturing Company Limited+18.1%Above since 8 May 2025Rising+3.7%+49.0%20.6×15 OctStory →
AVGOBroadcom Inc.-2.8%Crossed down · 23 SeptFlat-1.2%+2.5%18.2×9 DecStory →
AMDAdvanced Micro Devices, Inc.+58.5%Above since 9 MarRising+12.7%+194.5%40.5×3 NovStory →
INTCIntel Corporation+47.0%Above since 14 Aug 2025Rising+13.3%+233.3%59.6×22 OctStory →
ARMArm Holdings plc+33.4%Above since 20 MarRising+12.6%+183.9%101.6×4 NovStory →
TXNTexas Instruments Incorporated+11.1%Above since 31 MarRising+4.3%+63.0%26.1×27 OctStory →
MRVLMarvell Technology, Inc.+46.0%Above since 6 MarRising+7.2%+208.7%38.8×1 DecStory →
QCOMQUALCOMM Incorporated+17.6%Above since 8 SeptRising+13.7%+19.3%19.8×4 NovStory →
9 stocks · 6 of 9 above · median 7D +9.1%
ASML.ASASML Holding N.V.+15.3%Above since 8 Sept 2025Rising+5.3%+66.0%29.4×14 OctStory →
LRCXLam Research Corporation+17.3%Above since 12 May 2025Rising+9.5%+84.7%26.9×21 OctStory →
AMATApplied Materials, Inc.+14.0%Crossed up · 18 SeptRising+9.1%+89.4%26.3×12 NovStory →
KLACKLA Corporation+7.6%Crossed up · 18 SeptFlat+6.2%+55.2%28.0×28 OctStory →
CDNSCadence Design Systems, Inc.-0.6%Near the lineFalling+15.3%+4.3%34.1×26 OctStory →
SNPSSynopsys, Inc.-3.4%Below since 28 AugFalling+10.6%-9.4%24.1×9 DecStory →
TERTeradyne, Inc.+23.1%Above since 30 Jul 2025Rising+7.2%+106.1%34.2×21 OctStory →
ONTOOnto Innovation Inc.+14.9%Above since 17 SeptRising+9.2%+82.2%24.5×5 NovStory →
AMKRAmkor Technology, Inc.-1.0%Crossed down · 23 SeptFalling+6.6%+36.5%19.1×26 OctStory →
4 stocks · 4 of 4 above · median 7D +4.7%
MUMicron Technology, Inc.+51.8%Above since 27 May 2025Rising+6.5%+279.4%6.8×30 SeptStory →
000660.KSSK hynix Inc.+28.9%Above since 31 JulRising+5.9%+186.7%3.9×27 OctStory →
SNDKSandisk Corp+49.4%Above the lineRising-0.8%+648.9%6.7×6 NovStory →
WDCWestern Digital Corporation+14.4%Above since 12 May 2025Rising+3.5%+165.4%14.4×5 NovStory →
8 stocks · 7 of 8 above · median 7D +4.0%
CSCOCisco Systems, Inc.+7.5%Above since 24 Apr 2025Rising-2.6%+40.5%19.0×12 NovStory →
ANETArista Networks, Inc.+26.5%Above since 7 AprRising+3.6%+57.6%39.8×3 NovStory →
APHAmphenol Corporation+15.2%Above since 22 MayRising+8.6%+25.1%25.6×28 OctStory →
GLWCorning Incorporated+7.4%Above since 17 SeptRising+4.4%+79.6%35.9×27 OctStory →
ALABAstera Labs, Inc.+41.9%Above since 10 AprRising+20.2%+119.2%57.0×3 NovStory →
COHRCoherent Corp.+6.7%Above since 16 SeptRising-6.8%+60.3%21.2×4 NovStory →
CIENCiena Corporation-2.8%Crossed down · 23 SeptFalling+2.3%+52.6%30.3×10 DecStory →
CRDOCredo Technology Group Holding Ltd+14.9%Crossed up · 21 SeptFalling+19.9%+46.6%21.7×30 NovStory →
3 stocks · 3 of 3 above · median 7D +3.6%
DELLDell Technologies Inc.+69.9%Above since 27 FebRising-0.9%+351.3%19.3×27 NovStory →
HPEHewlett Packard Enterprise Co+56.9%Above since 23 MarRising+3.6%+164.5%13.7×3 DecStory →
SMCISuper Micro Computer, Inc.+25.1%Above since 12 AugRising+10.7%+47.8%8.1×3 NovStory →
6 stocks · 4 of 6 above · median 7D +3.9%
ETNEaton Corp plc+12.0%Above since 30 JulRising+3.6%+39.3%27.3×3 NovStory →
TTTrane Technologies plc+1.7%Crossed up · 25 SeptFlat+5.9%+17.3%25.9×29 OctStory →
EQIXEquinix, Inc.+2.3%Above since 26 JanRising-1.3%+33.6%54.1×28 OctStory →
VRTVertiv Holdings Co-1.3%Near the lineFlat+1.6%+56.4%27.8×21 OctStory →
NVTnVent Electric plc+16.9%Above since 12 May 2025Rising+4.1%+62.0%25.4×30 OctStory →
MODModine Manufacturing Company-3.6%Below since 18 AugFalling+5.0%+48.4%18.0×27 OctStory →
9 stocks · 5 of 9 above · median 7D +1.8%
GEVGE Vernova Inc.+6.7%Above since 16 SeptFlat+1.8%+46.8%38.1×28 OctStory →
SIE.DESiemens Aktiengesellschaft+8.2%Above since 8 AprFlat+5.4%+18.8%21.4×12 NovStory →
SU.PASchneider Electric S.E.+8.8%Above since 8 AprRising+1.8%+25.8%24.0×25 Feb 2027Story →
ABBN.SWABB Ltd+8.2%Above since 27 Jun 2025Rising+0.2%+37.4%27.1×20 OctStory →
ENR.DESiemens Energy AG-1.4%Crossed down · 23 SeptFlat+1.7%+18.9%23.0×11 NovStory →
PWRQuanta Services, Inc.+8.4%Above since 30 JulRising+1.9%+53.9%32.9×29 OctStory →
CEGConstellation Energy Corp-7.2%Below since 10 SeptFlat+3.4%-25.1%19.8×9 NovStory →
VSTVistra Corp.-10.3%Below since 27 JulFalling-1.4%-13.8%13.4×5 NovStory →
TLNTalen Energy Corp-11.2%Below since 18 AugFalling+4.2%-18.8%9.9×4 NovStory →
5 stocks · 4 of 5 above · median 7D -1.6%
GOOGLAlphabet Inc.+4.8%Above since 24 JulFlat-1.6%+10.0%23.1×28 OctStory →
MSFTMicrosoft Corporation+16.0%Above since 30 JulRising+4.5%+7.4%21.8×28 OctStory →
AMZNAmazon.com, Inc.+2.5%Above since 31 JulFlat-1.6%+8.2%24.0×29 OctStory →
METAMeta Platforms, Inc.+19.9%Above since 9 SeptRising+13.0%+14.2%21.5×28 OctStory →
ORCLOracle Corporation-17.5%Below since 16 JunFalling-7.1%-29.0%12.5×10 DecStory →
2 stocks · 1 of 2 above · median 7D +6.9%
NBISNebius Group N.V.+35.2%Above since 30 JulRising+6.2%+183.5%Loss10 NovStory →
CRWVCoreWeave, Inc.-5.5%Below since 10 SeptFalling+7.7%+22.3%Loss11 NovStory →

How this list is built

Each company is picked by hand and put in one part of the chain, from the tools that make the chips to the clouds that rent them out. Positions come from daily closes; valuation from SEC EDGAR and Yahoo Finance, and earnings dates from Yahoo Finance. Nothing here is written by AI.

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A five-minute read, Monday to Saturday before the New York open: what moved, what's reporting, and two stocks worth a look.

Daily closes to 25 Sept from Yahoo Finance. The line is each stock's 200-day exponential average. Run 27/09/2026, 00:31 UTC.